IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,345
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.32M
3
+$6.5M
4
OKE icon
Oneok
OKE
+$5.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.96M

Top Sells

1
+$14.4M
2
+$12.3M
3
+$12M
4
BND icon
Vanguard Total Bond Market
BND
+$11.1M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.83M

Sector Composition

1 Financials 6.84%
2 Consumer Staples 6.25%
3 Technology 5.73%
4 Energy 5.71%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$5K ﹤0.01%
500
3327
$5K ﹤0.01%
600
3328
$5K ﹤0.01%
650
+19
3329
$5K ﹤0.01%
325
3330
$5K ﹤0.01%
500
3331
$5K ﹤0.01%
412
3332
$5K ﹤0.01%
224
-71
3333
$5K ﹤0.01%
6,550
-2,977
3334
$5K ﹤0.01%
308
-381
3335
$5K ﹤0.01%
634
3336
$5K ﹤0.01%
229
-24
3337
$5K ﹤0.01%
522
-67
3338
$5K ﹤0.01%
+159
3339
$4K ﹤0.01%
350
3340
$4K ﹤0.01%
206
+101
3341
$4K ﹤0.01%
181
-120
3342
$4K ﹤0.01%
300
3343
$4K ﹤0.01%
+625
3344
$4K ﹤0.01%
725
-2,301
3345
$4K ﹤0.01%
123
-84
3346
$4K ﹤0.01%
+159
3347
$4K ﹤0.01%
48
3348
$4K ﹤0.01%
+200
3349
$4K ﹤0.01%
+100
3350
$4K ﹤0.01%
130
+32
132 133
134
135 136